iShares MSCI KLD 400 Social ETF
431 hedge funds and large institutions have $2.11B invested in iShares MSCI KLD 400 Social ETF in 2021 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 158 increasing their positions, 110 reducing their positions, and 18 closing their positions.
283% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 18
44% more repeat investments, than reductions
Existing positions increased: 158 | Existing positions reduced: 110
26% more capital invested
Capital invested by funds: $1.68B → $2.11B (+$430M)
12% more funds holding
Funds holding: 385 → 431 (+46)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
1.2% more ownership
Funds ownership: 49.06% → 50.26% (+1.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIG
FundX Investment Group
San Francisco,
California
|
+$50.5M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$30.4M |
| 3 |
Morgan Stanley
New York
|
+$25M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$13.6M |
| 5 |
GI
Gradient Investments
Arden Hills,
Minnesota
|
+$5.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$7.07M |
| 2 |
Betterment LLC
New York
|
-$5.63M |
| 3 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$3.63M |
| 4 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$2.55M |
| 5 |
BMO
Beck Mack & Oliver
New York
|
-$2.11M |
DSI Hedge Fund Activity: Q4 2021 in Review
431 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares MSCI KLD 400 Social ETF (DSI) for Q4 2021, worth a combined $2.11B — up 26% from $1.68B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new DSI positions and 18 closed out — a net gain of 51 holders — while 158 added to existing stakes and 110 trimmed.
The largest buyer was FundX Investment Group, opening a new position worth an estimated $50.5M. The largest seller was Goldman Sachs, cutting an estimated $7.07M.
- 431 institutional investors held iShares MSCI KLD 400 Social ETF (DSI) as of Q4 2021, up from 385 in Q3 2021.
- Funds reported $2.11B of iShares MSCI KLD 400 Social ETF stock for Q4 2021, up 26% quarter-over-quarter.
- 69 funds opened new iShares MSCI KLD 400 Social ETF positions in Q4 2021 and 18 closed out, a net change of +51 holders.
- The largest iShares MSCI KLD 400 Social ETF buyer in Q4 2021 was FundX Investment Group, an estimated $50.5M added.
- The largest iShares MSCI KLD 400 Social ETF seller in Q4 2021 was Goldman Sachs, an estimated $7.07M sold.
Based on aggregated 13F filings for Q4 2021.